Financial Advisor
CCR Wealth Management
Job Description
Job Description
CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!
Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.
Who You Are
- Dedicated and client-focused financial professional looking for the next step in your career
- Thrive in a team-oriented environment
- Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
- Highly organized, proactive, solution-oriented
- Motivated to grow within a supportive and dynamic firm
Responsibilities
- Work closely with senior advisors to support and manage their client relationships
- Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth
- Develop a pipeline of new business through networking, prospecting, and centers of influence
- Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals
- Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning
- Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs
Qualifications
- 5-10 years of relevant industry experience in wealth management and/or financial planning
- Strong interpersonal and communication skills to build trust and lasting client relationships
- The ability to translate complex financial concepts into clear, actionable guidance for clients
- A proven track record of business development and client network expansion
- Bachelor’s degree from a nationally recognized institution
- Series 7 and 63 (or 65 and 66) required
- Clean U-4 record
- Life/Health/Variable Annuity licenses preferred
- CFP ® designation strongly preferred or the ability to obtain it within a designated timeframe
Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Westborough, MA vacancy
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...Suggested
$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$120k - $200k
...independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding... ...development support Opportunities for advancement into a lead advisor role Job Details Financial Advisor Opportunity Location:...SuggestedLocal area$120k - $200k
Experience: Senior Level Salary: $120,000 - $200,000 per year Job Details Financial Advisor Opportunity Location: Westborough, MA (Hybrid) | Offices in 6 States A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced...Suggested- ...Job Description Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on...Suggested
New York Life/ NYLIFE Securities LLC
Westborough, MA11 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Worcester, MA2 days ago$80k - $150k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Work at officeNYL - Boston
Westborough, MA4 days ago- ## Financial Advisor - Framingham, MassachusettsPostulerremote type: Sur placelocations: Framingham, Massachusettstime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 31 juillet 2026 (Il reste 17 jours pour postuler)job requisition id: R\...Temporary workWork at officeLocal areaWork from homeFlexible hours
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$110k - $125k
Job title: Financial Advisor Location: Chapel Hill, NC Status: Hybrid (2 days in office/week, Tuesday required) Compensation: $110,000 - $125,000 We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives...Full timeWork at office2 days per week$76.46k - $135.73k
...client and prospect calls, proactively develop new business, and manage ongoing complex client relationships. Acting as a trusted advisor, the officer provides superior relationship management for a large portfolio of more complex clients and ensures clients receive optimal...Middlesex Savings
Westborough, MA5 days ago$80k - $100k
...Job Description Job Description Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day...Permanent employment- Bank of America in Massachusetts is seeking a client-focused financial professional to provide comprehensive advice and customized solutions, including brokerage products, to help clients reach their goals. You will triage leads, refer to partners, review financial plans...
- Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...Full timeHome office
$45.12k - $74.45k
Overview Responsible for the timely and accurate processing of residential mortgage and consumer loan applications in conformance with established bank policies, objectives and regulatory requirements. Performs any functions, within scope of authority and expertise,...Full timeWork experience placementMonday to Friday3 days per weekMiddlesex Savings
Westborough, MA4 days ago- Mortgage Loan Processor Northpoint Mortgage, recognized as one of the Boston Globe's 2025 Top Places to Work, is a growing New England–based mortgage lender seeking an experienced Mortgage Loan Processor to join our Operations team. This full-time opportunity is ideal...Full timeRemote work
North Point Mortgage
Westborough, MA1 day ago $50k - $150k
...Job Description Job Description Join NYL - Boston and step into a role where your expertise can truly shine. As a Licensed Financial Advisor specializing in life and health insurance, you'll guide clients toward securing their financial futures. Your work will make a...- ...Operations At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day,...Work experience placementWork at officeWorldwideFlexible hours
$21 - $23 per hour
Overview Job Description Summary Provides accurate, complex, and confidential financial aid counseling to students, parents, and prospective families through in-person, phone, email, virtual, and walk-in office interactions. Applies comprehensive knowledge of federal regulations...Hourly payWork at officeMonday to Friday$114.33k - $125.5k
...possible.The Senior FP&A Analyst, Americas is responsible for driving operational alignment across the Americas region to ensure financial commitments and goals are met through robust financial planning, analysis and reporting. The ideal candidate will be both a strategic...Full timeWork at office- Responsibilities Establish and maintain strong client relationships through consistent communication via phone, email, and text throughout the loan process Provide timely, knowledgeable responses to client inquiries while collaborating closely with internal Northpoint...
- About the Organization Ross has always had one goal and that goal can best be expressed by our mission statement: 'to be a premier mortgage provider in the New England area.' We intend to achieve this mission by providing exceptional service to each and every customer. ...Full timePart time
$110k - $120k
DescriptionSecurity AnalystCompany OverviewA leading advanced manufacturing and engineering organization is seeking a Security Analyst to help strengthen and mature its enterprise cybersecurity program. The company supports a diverse portfolio of highly regulated and innovation...Remote work$17.86 - $23.81 per hour
Relationship Banker West Boylston, MA 01583 US Full-time 40 hours per week including every other Saturday. Pay range: $17.86 - $23.81 hourly Job Description Provides level of service excellence as well as builds relationships with customers through sales and cross‑sales...Hourly payFull timeClinton Livery
West Boylston, MA4 days ago- ...hiring in Marlborough, Massachusetts for a role focused on building lasting customer relationships. The position involves providing financial advice, and assisting clients with their spending, saving, and investment needs. Candidates should have strong communication...
Citizens Bank
Marlborough, MA1 day ago - ...BankingJob Description: The Retail Banker II Float is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the...
TD Bank
Shrewsbury, MA5 days ago $21 - $25 per hour
UniBank for Savings in Northbridge is offering a full-time position as a Float Relationship Banker at the Whitinsville Branch. This role emphasizes delivering exceptional customer service, building rapport with clients, and contributing to the community. Ideal candidates...Hourly payFull timeUniBank For Savings
Northbridge, MA1 day ago- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Shrewsbury, MA1 day ago - ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Executes the bank's risk culture and...Flexible hoursWeekend work
Jobtailor
Worcester, MA5 days ago - ...skills to expand relationships with our client base by identifying financial needs, efficiently processing transactions, and offering... ...lobby management and customer conversations. You are the trusted advisor of our customers and a champion for Rockland Trust, developing...Live inWork at officeFlexible hours
Rockland Trust
Worcester, MA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial institutions Westborough, MA
- financial banking Westborough, MA
- financial sales Westborough, MA
- finance financial Westborough, MA
- financial Westborough, MA
- senior financial analyst fp&a Westborough, MA
- healthcare financial consultant
- financial advisor training program
- finance operations associate
- trainee financial adviser